Other Investments

You can invest in a range of products with a Liberty Option SIPP, if your chosen Investment provider is not listed, please do get in touch as we might be able to work with them. Call 01204 803 500 or email us

Funds

Did you know you can invest directly into UK regulated funds via a Liberty Option SIPP without the need for a platform/WRAP?

Here’s a list of the fund management companies we work with.

Margetts Fund Management

Vanguard Asset Management*

Dimensional Fund Advisors*

Rathbones

Sequel Funds

Levendi

*minimum investment £100k

Execution Only Trading

If you would like to open an account with an execution only stockbroker, please find a list of providers below.

James Brearley ICON Platform

Equiniti – Selftrade

SIPP deposit accounts

You’re also able to hold additional deposit accounts with your Liberty Option SIPP.

Find out more about the Liberty Option SIPP

Liberty's approach to the SIPP marketplace is to provide an accessible, easy to understand and cost effective product which gives their customers the greatest possible flexibility to manage their retirement funds.

Get in touch.

Liberty SIPP is a trading name of EBS Pensions Limited. EBS Pensions Limited (No. 998606) is a company registered in England and a wholly owned subsidiary of Embark
Group Limited, with its registered office at 5th Floor, 100 Cannon Street, London EC4N 6EU. EBS Pensions Limited is authorised and regulated by the Financial Conduct Authority (Registration No. 134908).

5 star SIPP.

Liberty SIPP provides one of the highest quality offerings in the market, The Liberty Option SIPP has been rated 5 stars by independent financial research and software company Defaqto

Making sense of YOUR pension

Disclaimer

I understand that by setting up a SIPP I will be risking my own capital with the investments held within the SIPP wrapper, and that the value of these investments can go down as well as up.

I also understand that any tax treatment on contributions or taxation arising from my investments with the SIPP wrapper are dependent on my own personal circumstances and may be subject to change in the future.

Please note if you are looking to transfer in a Final Salary or Defined Benefit Scheme we will not be able to set your SIPP up unless you have received appropriate advice to do so from a regulated adviser.

Disclaimer

Welcome to the Liberty SIPP Investment Zone.

As well as articles from the press and a very interesting blog by Liberty, the contents held within these pages have also been provided by 3rd parties and are not the opinions or advice of Liberty SIPP Limited or Liberty Trustees Limited (“Liberty”). Liberty are not regulated to give investment advice and by ticking this box I understand that any information obtained from reading this page cannot be construed as being advice from Liberty.

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